401(k) Plans

19,451 topics in this forum

1. Failure to Withhold 20%

   By goldtpa, May 28, 2004
   • 4 replies
   • 4.2k views
   • 
   • alanm
   • May 28, 2004

2. Top Paid Group Election

   By k man, February 9, 2001
   • 5 replies
   • 3.2k views
   • 
   • Alf
   • May 28, 2004

3. Control Group issue...

   By Guest jusducki, May 27, 2004
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • May 27, 2004

4. Not sure where this post should go?

   By stevena, May 27, 2004
   • 4 replies
   • 1.3k views
   • 
   • Demosthenes
   • May 27, 2004

5. Top Heavy contribution- QNEC?

   By Guest rachd, May 27, 2004
   • 1 reply
   • 1.8k views
   • 
   • Kirk Maldonado
   • May 27, 2004

6. conversion screw-up

   By PensionNewbee, May 26, 2004
   • 3 replies
   • 1.4k views
   • 
   • JanetM
   • May 27, 2004

7. Safe Harbor Plan--What testing is needed?

   By sloble@crowleyfleck.com, May 25, 2004
   • 8 replies
   • 2.5k views
   • 
   • Blinky the 3-eyed Fish
   • May 26, 2004

8. Safe Harbor Money Purchase Plan

   By Guest Mbrockway, May 26, 2004
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • May 26, 2004

9. Top Heavy Safe Harbor Plan, does making........

   By Guest jhilliard, May 26, 2004
   • 4 replies
   • 1.7k views
   • 
   • Blinky the 3-eyed Fish
   • May 26, 2004

10. New 415 rules

    By FAPInJax, May 26, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • May 26, 2004

11. Age-50 Catch-up Contributions

    By Guest koolkidd, May 24, 2004
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 26, 2004

12. Termination of a Safe Harbor Plan

    By Guest mmc, May 26, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 26, 2004

13. Hardship Withdrawal - salary deferrals were not suspended after distribution

    By Guest nps, May 20, 2004
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • May 26, 2004

14. Matching on Catch Up contributions

    By Guest h_nowicki, May 26, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • May 26, 2004

15. Vesting question

    By FJR, May 25, 2004
    • 8 replies
    • 1.8k views
    • 
    • david rigby
    • May 25, 2004

16. Hardship Withdrawal for Medical Expenses

    By Guest forum4, May 25, 2004
    • 2 replies
    • 1.9k views
    • 
    • k man
    • May 25, 2004

17. Tiered Match Contribution

    By Guest gnappi, May 25, 2004
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 25, 2004

18. Paying Withholding....

    By K-t-F, May 25, 2004
    • 2 replies
    • 1.2k views
    • 
    • K-t-F
    • May 25, 2004

19. trustee indemnification

    By Guest Smokin, May 19, 2004
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • May 25, 2004

20. Safe Harbor and PEO plans

    By Guest phyphy, May 21, 2004
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • May 24, 2004

21. Lost Participants and Reasonable Efforts

    By Guest andmik, May 18, 2004
    • 5 replies
    • 1.5k views
    • 
    • RCK
    • May 21, 2004

22. safe harbor 401(k) to traditional 401, but wants to use safe harbor match formula

    By Lori H, May 20, 2004
    • 2 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • May 21, 2004

23. Prior Year testing and change in testing definition of compensation

    By Richard Anderson, May 14, 2004
    • 2 replies
    • 1.3k views
    • 
    • Richard Anderson
    • May 21, 2004

24. Last Day Rule Issue

    By Guest slufoot2000, May 20, 2004
    • 14 replies
    • 3.4k views
    • 
    • Guest
    • May 20, 2004

25. Adopting Employer no longer wants to have plan

    By jkharvey, May 20, 2004
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • May 20, 2004

26. ASGs and Surgery Centers

    By Guest MikeD, May 19, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 19, 2004

27. Safe Harbor 401(k) and Top Heavy Issue

    By chris, May 17, 2004
    • 14 replies
    • 3.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 19, 2004

28. hardship medical expenses

    By k man, May 19, 2004
    • 1 reply
    • 1.2k views
    • 
    • Harwood
    • May 19, 2004

29. NSCC Trading

    By Guest ell, May 18, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 18, 2004

30. spd disclosure

    By k man, May 11, 2004
    • 7 replies
    • 2.4k views
    • 
    • R. Butler
    • May 18, 2004

31. HCE determination

    By FJR, May 17, 2004
    • 2 replies
    • 2.1k views
    • 
    • Tom Poje
    • May 18, 2004

32. Safe-harbor 401k plan distribution

    By Guest Laura Browne, May 17, 2004
    • 2 replies
    • 1.2k views
    • 
    • chris
    • May 17, 2004

33. Audit

    By ErisaGeek, May 14, 2004
    • 4 replies
    • 1.5k views
    • 
    • Alf
    • May 17, 2004

34. Loan - Audit issue?

    By Guest bueler, May 14, 2004
    • 3 replies
    • 1.2k views
    • 
    • FundeK
    • May 17, 2004

35. Hardship Withdrawals

    By Guest cynthiar, May 12, 2004
    • 11 replies
    • 2.3k views
    • 
    • TBob
    • May 14, 2004

36. Successor Plan Question

    By Guest B'Etor, May 13, 2004
    • 1 reply
    • 1.2k views
    • 
    • Kirk Maldonado
    • May 13, 2004

37. PEO Help.

    By Guest MSP, May 13, 2004
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • May 13, 2004

38. top paid group election

    By PensionNewbee, May 12, 2004
    • 14 replies
    • 5.2k views
    • 
    • RTK
    • May 13, 2004

39. Bonus Deferral

    By Guest cbp, May 12, 2004
    • 5 replies
    • 12.7k views
    • 
    • RTK
    • May 13, 2004

40. TPA Fee

    By K-t-F, April 27, 2004
    • 3 replies
    • 4.7k views
    • 
    • alanm
    • May 13, 2004

41. What software used for 401(k) plans? Satisfied?

    By Guest marciab, April 22, 2004
    • 6 replies
    • 2.7k views
    • 
    • Brian Gallagher
    • May 13, 2004

42. Trading restrictions on DC plans

    By Guest blizzake, May 13, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 13, 2004

43. Terminating Plan... Client has other plan (I am not administrator)

    By K-t-F, May 12, 2004
    • 9 replies
    • 2.1k views
    • 
    • K-t-F
    • May 13, 2004

44. Common or Frequently used Formulas

    By K-t-F, May 12, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • May 12, 2004

45. Coverage Testing in a Controlled Group

    By Archimage, May 11, 2004
    • 8 replies
    • 1.5k views
    • 
    • Archimage
    • May 11, 2004

46. Went to a Corbel conference....

    By stevena, May 4, 2004
    • 11 replies
    • 2.2k views
    • 
    • mbozek
    • May 11, 2004

47. Deemed IRAs - Anyone drafted plan language for them?

    By jstorch, May 10, 2004
    • 0 replies
    • 1.1k views
    • 
    • jstorch
    • May 10, 2004

48. In-service distribution

    By PensionNewbee, May 6, 2004
    • 6 replies
    • 1.5k views
    • 
    • Brian Gallagher
    • May 10, 2004

49. Individual HCE allocation groups in XT 401k

    By Guest NiceGuyMike, April 28, 2004
    • 12 replies
    • 3k views
    • 
    • WDIK
    • May 10, 2004

50. incorrect refund made to H/C

    By Belgarath, May 6, 2004
    • 9 replies
    • 1.6k views
    • 
    • jquazza
    • May 10, 2004